When you're in the Salesforce IQ App click the gear icon in the top right and go to 'Settings ' Click 'Integrations' in the left-side panel and click 'Custom' under 'Create New Custom Integration' Give it the name of 'Blitzen' and note down the 'Key' and the 'Secret' codes. Connect your Salesforce IQ Account to Blitzen
What is SalesforceIQ and Salesforce inbox?
SalesforceIQ connects directly to the Salesforce1 Mobile App, so you can dig deeper into all your CRM data for further insights or update fields to keep your data 100% accurate. Works with Outlook and Gmail. Whether you use Outlook or Gmail, Salesforce Inbox will help you sell smarter from your inbox.
How much does SalesforceIQ for Sales Cloud Cost?
SalesforceIQ for Sales Cloud is free for current Salesforce customers and provides a streamlined workflow within email making it easier to manage your accounts, leads and opportunities, send emails, schedule meetings, and much more right within the app.
What is SalesforceIQ and Salesforce lightning experience?
Salesforce announced more than just their Lightning Experience at Dreamforce 15. They also introduced a new product called SalesforceIQ, which refers to a stand-alone product for small businesses and a new productivity tool for sales teams called SalesforceIQ for Sales Cloud.
How can I use SalesforceIQ with Outlook Web Access?
Connect to Microsoft Exchange 2013, 2016, or Office 365 and use SalesforceIQ with Outlook Web Access. Or supercharge Gmail with the Salesforce Inbox extension for Chrome. Never miss an opportunity. Using Relationship Intelligence, SalesforceIQ analyses your email correspondence and helps identify promising opportunities.
What is IQ in Salesforce?
SalesforceIQ is customer relationship management (CRM) software from Salesforce.com that is available in two versions, SalesforceIQ for Small Business and SalesforceIQ for Sales Cloud. SalesforceIQ is based on Relate IQ, software described as a relationship intelligence platform, which Salesforce acquired in 2014.
How do I use Inbox in Salesforce?
0:005:51Salesforce Inbox for Outlook: Demo Deep-Dive - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter whereverMoreIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter wherever. They're working if you're anything like me every day starts with email I grab a cup of coffee.
How do I download my Salesforce Inbox?
Navigate to Organization | Add-ins. On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store. In the search field, enter Salesforce Inbox and click the magnifying glass search icon. Switch Salesforce Inbox to On.
What is Salesforce Inbox?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
Can you email from Salesforce?
Send email from Salesforce using the Salesforce servers. No need to integrate with an external email service. This a great approach if you're using Salesforce Classic, need bounce management, or aren't using Gmail™ or Office 365™ with Lightning Experience. Use your company's email server to send email from Salesforce.
How do I connect Salesforce to Outlook?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How do I add my Salesforce email to Outlook?
Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon. Tip: There are four other ways to access the Record window for LinkPoint Connect. Right click an email in the inbox and select Record to Salesforce from the menu.
Does Salesforce sync with Gmail?
Note The Gmail integration is also available for Salesforce Classic users. See Gmail Integration. Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history.
Can Salesforce track email opens?
It is now possible to see whether an email has been opened from the activity timeline in Salesforce – for any emails that have been sent to customers, you'll see whether the email is “unopened” or “read”. You'll even be able to see when the email was first opened and last opened.
How do I add Gmail to Salesforce inbox?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.
Does salesforce inbox automatically log emails?
If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.
What is SalesforceIQ?
They also introduced a new product called SalesforceIQ, which refers to a stand-alone product for small businesses and a new productivity tool for sales teams called SalesforceIQ for Sales Cloud. SalesforceIQ for Sales Cloud is free for current Salesforce customers and provides a streamlined workflow within email making it easier to manage your accounts, leads and opportunities, send emails, schedule meetings, and much more right within the app.#N#SalesforceIQ for Sales Cloud is available for download both as a Chrome extension and a mobile app (iOS or Android). When using the SalesforceIQ Chrome extension, you’ll notice a new sidebar appear in your browser, a few new buttons, and folders. The sidebar provides information about the contact you’re emailing with, opportunities, leads, applicable information about their company, and tasks that exist or you can create one on the fly for your contact. All of the important data you need is right there for reference within your current web based email client while you’re drafting emails. The mobile app provides all of the new functionality while looking and working a lot like the familiar Gmail app. The learning curve with these products are minimal while providing a considerable boost in sales productivity – especially on mobile devices.#N#Some of the new features of SalesforceIQ for Sales Cloud are as follows:
How to log emails in Salesforce?
Log your emails to Salesforce. Logging your emails into Salesforce is now as easy as hitting a button right within your email. You simply hit the “log Email” button and it allows you to attach it to the record of your choosing. No more paying for third party plugins to record emails, bcc’ing a salesforce address, or sending emails directly from a record.
Abhinav
According to Salesforce, “SalesforceIQ for Small Business is an out-of-the-box Customer Relationship Management (CRM) solution that can be set up in minutes.
Avnish Yadav
SalesforceIQ is based on Relate IQ, software described as a relationship intelligence platform, which Salesforce acquired in 2014.
Divya
SalesforceIQ is customer relationship management (CRM) software from Salesforce.com that is available in two versions, SalesforceIQ for Small Business and SalesforceIQ for Sales Cloud. SalesforceIQ brings customer information together into a single platform that enables integration with marketing, sales, customer service and business analytics.
What is SalesforceIQ?
SalesforceIQ surfaces relevant Sales Cloud data on every email, providing context for all your customer interactions. So you’ll always have the latest information to deliver the right messages at the right time.
Does SalesforceIQ connect to Salesforce1?
All of your customer data is never more than a tap away on the go. SalesforceIQ connects directly to the Salesforce1 Mobile App, so you can dig deeper into all your CRM data for further insights or update fields to keep your data 100% accurate.
Does Salesforce work with Outlook?
Whether you use Outlook or Gmail, Salesforce Inbox will help you sell smarter from your inbox. Connect to Microsoft Exchange 2013, 2016, or Office 365 and use SalesforceIQ with Outlook Web Access. Or supercharge Gmail with the Salesforce Inbox extension for Chrome.
Everything Starts with Your Email Account
Lists, List and More Lists
- SalesforceIQ maintains data and your professional relationships in the form of Contact-based and Account-based Lists. So understand one thing, all the data in SalesforceIQ is either Contact based or Account based, be it Leads, be it Opportunities, be it Prospects, after all its your Contacts and Accounts only that will become one of these. That said, you can add any Contact or Account to …
Capture Everything
- On the list you will see a small chat like icon, when you click on this icon you land on the Stream view of the list you are viewing. This is the page that I just absolutely loved, this is where the action is. This is the page that will show you all the emails that has gone back and forth between you and a particular contact. No, not just since you started using SalesforceIQ but since you star…
Reports and Insights
- I’m one of those who believe to squeeze out the last juice out of your data, every detail, every insight. SalesforceIQ shows you the insights that will help you and your team sell smarter than ever. Reports are of three types: 1. Activity— View insights based on all outbound activities(emails, calls, meetings, tasks). These kind of reports give you deep insight into the per…
The Task at Hand
- Let us come to the Home Screen now and you will find The Task Master……..no literally SalesforceIQ calls this page the task master and I say its pretty apt. This screen gathers your meetings, tasks, and deal activity all in one place. Tasks are the reminders that remind you of that important meeting with that crucial client. As you continue on using SalesforceIQ and it gathers …
The Chrome Extension
- I just love this thing, nowadays any application I use, I have a Chrome extension for it as well. SalesforceIQ imports all your email account data and segregates it intelligently, but if you are like me and don’t want to go away from your Inbox then this is for you. This extension seamlessly puts a sidebar in your email account’s interface. I’ve only checked this out for Chrome as of now. It wi…